NaviPlan vs Orion Planning

NaviPlan—Visit Orion Planning—Visit

NaviPlan #5 in Financial Planning Software —/10 Pricing on request ✓ 7 of 7 features Visit NaviPlan

vs

Orion Planning #6 in Financial Planning Software —/10 Pricing on request ✓ 7 of 7 features Visit Orion Planning

• NaviPlan fits best

  Advisors needing advanced planning depth

• Orion Planning fits best

  Orion-integrated wealth management teams

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Side by side

Feature	NaviPlan —/10 Visit ↗	Orion Planning —/10 Visit ↗
At a glance
Editor score	—	—
Ranking	#5 in Financial Planning Software	#6 in Financial Planning Software
Best for	Advisors needing advanced planning depth	Orion-integrated wealth management teams
Pricing model	Paid	Paid
Starting price	Not published	Not published
Free plan	Not published	Not published
Free trial	—	—
Deployment	Cloud	Cloud, Mobile
Platforms	Web	Web, iOS, Android
Integrations	9 integrations	7 integrations
Features NaviPlan 7/7 · Orion Planning 7/7
Cash-flow modeling	✓	✓
Goal planning	✓	✓
Tax planning	✓	✓
Scenario analysis	✓	✓
Insurance planning	✓	✓
Investment planning	✓	✓
Client portal	✓	✓
Our review
Pros	Advanced retirement, tax, insurance, and scenario planning Client portal, collaborative fact finding, and custom reports Integrations with major wealth management platforms	Combines cash flow, goals, tax, insurance, and investment planning Connects plans with Orion, custodial feeds, Envestnet MoneyGuide, and Apex Provides Monte Carlo analysis, behavioral tools, and branded client reports
Cons	Pricing requires contacting sales Delivered through hosted web services Designed for professionals rather than general consumers	Pricing requires a tailored quote based on firm size and configuration Its strongest ecosystem fit is centered on Orion products and integrations Advanced planning breadth may exceed the needs of simpler advisory firms
Our verdict	NaviPlan is financial planning software for financial professionals and wealth management firms. It brings goals-based planning, cash-flow analysis, retirement income modeling, tax planning, insurance planning, investment analysis,… Read the review →	Orion Planning is a financial planning platform for RIAs, broker-dealer practitioners, and other wealth-management organizations. It combines cash-flow modeling from the current month through the end of a plan with goals-based planning,… Read the review →

Strengths and trade-offs

• NaviPlan — where it wins

  • Advanced retirement, tax, insurance, and scenario planning
  • Client portal, collaborative fact finding, and custom reports
  • Integrations with major wealth management platforms

  Where it doesn't

  • Pricing requires contacting sales
  • Delivered through hosted web services
  • Designed for professionals rather than general consumers

• Orion Planning — where it wins

  • Combines cash flow, goals, tax, insurance, and investment planning
  • Connects plans with Orion, custodial feeds, Envestnet MoneyGuide, and Apex
  • Provides Monte Carlo analysis, behavioral tools, and branded client reports

  Where it doesn't

  • Pricing requires a tailored quote based on firm size and configuration
  • Its strongest ecosystem fit is centered on Orion products and integrations
  • Advanced planning breadth may exceed the needs of simpler advisory firms

• NaviPlan—/10 · Pricing on request

  Deep advisor planning with retirement, tax, insurance, and Monte Carlo analysis.

  Visit NaviPlanFull verdict →
• Orion Planning—/10 · Pricing on request

  A broad planning platform for wealth teams centered on the Orion ecosystem.

  Visit Orion PlanningFull verdict →